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Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,570 | $168,636-55.2% | $147,618-48.8% | $125,388-39.7% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -2.13% | 77.65%-79.8pp | 61.98%-64.1pp | 282.24%-284.4pp |
| Employer contribution / active EE | $4,810 | $6,252-23.1% | $5,565-13.6% | $4,866-1.1% |
| Participant deferral / active EE | $5,519 | $5,507+0.2% | $4,895+12.7% | $5,352+3.1% |
| Admin fee / account holder | $99 | $13,580-99.3% | $11,612-99.1% | $9,541-99.0% |